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STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 401k Plan overview

Plan NameSTEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN
Plan identification number 001

STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

STEPHEN L. BLAND, M.D., INC has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN L. BLAND, M.D., INC
Employer identification number (EIN):952748708
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01
0012015-10-01
0012014-10-01STEPHEN L. BLAND, M.D.
0012013-10-01STEPHEN L. BLAND, M.D.
0012012-10-01STEPHEN L. BLAND, M.D.
0012011-10-01STEPHEN L. BLAND, M.D.
0012010-10-01STEPHEN L. BLAND, M.D.
0012009-10-01STEPHEN L. BLAND, M.D. STEPHEN L. BLAND, M.D.2011-06-15
0012009-10-01STEPHEN L. BLAND, M.D.

Plan Statistics for STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN

401k plan membership statisitcs for STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN

Measure Date Value
2022: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-012
Total number of active participants reported on line 7a of the Form 55002022-10-012
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-012
Number of participants with account balances2022-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-010
2021: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-012
Total number of active participants reported on line 7a of the Form 55002021-10-012
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-012
Number of participants with account balances2021-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-012
Total number of active participants reported on line 7a of the Form 55002020-10-012
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-012
Number of participants with account balances2020-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-012
Total number of active participants reported on line 7a of the Form 55002019-10-012
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-012
Number of participants with account balances2019-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-012
Total number of active participants reported on line 7a of the Form 55002018-10-012
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-010
Total number of active participants reported on line 7a of the Form 55002017-10-010
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-013
Total number of active participants reported on line 7a of the Form 55002016-10-012
Number of retired or separated participants receiving benefits2016-10-011
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-013
Number of participants with account balances2016-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-013
Total number of active participants reported on line 7a of the Form 55002015-10-012
Number of retired or separated participants receiving benefits2015-10-011
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-013
Number of participants with account balances2015-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-013
Total number of active participants reported on line 7a of the Form 55002014-10-012
Number of retired or separated participants receiving benefits2014-10-011
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-013
Number of participants with account balances2014-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-013
Total number of active participants reported on line 7a of the Form 55002013-10-012
Number of retired or separated participants receiving benefits2013-10-011
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-013
Number of participants with account balances2013-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-013
Total number of active participants reported on line 7a of the Form 55002012-10-012
Number of retired or separated participants receiving benefits2012-10-011
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-013
Number of participants with account balances2012-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-013
Total number of active participants reported on line 7a of the Form 55002011-10-012
Number of retired or separated participants receiving benefits2011-10-011
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-013
Number of participants with account balances2011-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-013
Total number of active participants reported on line 7a of the Form 55002010-10-012
Number of retired or separated participants receiving benefits2010-10-011
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-013
Number of participants with account balances2010-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-013
Total number of active participants reported on line 7a of the Form 55002009-10-012
Number of retired or separated participants receiving benefits2009-10-011
Total of all active and inactive participants2009-10-013
Total participants2009-10-013

Financial Data on STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN

Measure Date Value
2023 : STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2023 401k financial data
Total income from all sources2023-09-30$2,568,048
Expenses. Total of all expenses incurred2023-09-30$877,232
Benefits paid (including direct rollovers)2023-09-30$870,412
Total plan assets at end of year2023-09-30$12,530,847
Total plan assets at beginning of year2023-09-30$10,840,031
Value of fidelity bond covering the plan2023-09-30$500,000
Other income received2023-09-30$2,568,048
Net income (gross income less expenses)2023-09-30$1,690,816
Net plan assets at end of year (total assets less liabilities)2023-09-30$12,530,847
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$10,840,031
Expenses. Administrative service providers (salaries,fees and commissions)2023-09-30$6,820
2022 : STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources2022-09-30$-2,738,123
Expenses. Total of all expenses incurred2022-09-30$1,139,282
Benefits paid (including direct rollovers)2022-09-30$1,132,482
Total plan assets at end of year2022-09-30$10,840,031
Total plan assets at beginning of year2022-09-30$14,717,436
Value of fidelity bond covering the plan2022-09-30$500,000
Other income received2022-09-30$-2,738,123
Net income (gross income less expenses)2022-09-30$-3,877,405
Net plan assets at end of year (total assets less liabilities)2022-09-30$10,840,031
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$14,717,436
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$6,800
2021 : STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources2021-09-30$2,398,272
Expenses. Total of all expenses incurred2021-09-30$986,150
Benefits paid (including direct rollovers)2021-09-30$972,450
Total plan assets at end of year2021-09-30$14,717,436
Total plan assets at beginning of year2021-09-30$13,305,314
Value of fidelity bond covering the plan2021-09-30$500,000
Other income received2021-09-30$2,395,272
Net income (gross income less expenses)2021-09-30$1,412,122
Net plan assets at end of year (total assets less liabilities)2021-09-30$14,717,436
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$13,305,314
Total contributions received or receivable from employer(s)2021-09-30$3,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$13,700
2020 : STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-09-30$957,726
Expenses. Total of all expenses incurred2020-09-30$19,400
Total plan assets at end of year2020-09-30$13,305,314
Total plan assets at beginning of year2020-09-30$12,366,988
Value of fidelity bond covering the plan2020-09-30$500,000
Other income received2020-09-30$910,726
Net income (gross income less expenses)2020-09-30$938,326
Net plan assets at end of year (total assets less liabilities)2020-09-30$13,305,314
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$12,366,988
Total contributions received or receivable from employer(s)2020-09-30$47,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$19,400
2019 : STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-09-30$956,823
Expenses. Total of all expenses incurred2019-09-30$809,188
Benefits paid (including direct rollovers)2019-09-30$809,188
Total plan assets at end of year2019-09-30$12,366,988
Total plan assets at beginning of year2019-09-30$12,219,353
Value of fidelity bond covering the plan2019-09-30$500,000
Other income received2019-09-30$956,823
Net income (gross income less expenses)2019-09-30$147,635
Net plan assets at end of year (total assets less liabilities)2019-09-30$12,366,988
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$12,219,353
2015 : STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2015 401k financial data
Total plan liabilities at end of year2015-09-30$569,022
Total plan liabilities at beginning of year2015-09-30$542,401
Total income from all sources2015-09-30$-143,511
Expenses. Total of all expenses incurred2015-09-30$569,022
Benefits paid (including direct rollovers)2015-09-30$569,022
Total plan assets at end of year2015-09-30$9,039,904
Total plan assets at beginning of year2015-09-30$9,725,816
Other income received2015-09-30$-143,511
Net income (gross income less expenses)2015-09-30$-712,533
Net plan assets at end of year (total assets less liabilities)2015-09-30$8,470,882
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$9,183,415
2014 : STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2014 401k financial data
Total plan liabilities at end of year2014-09-30$542,401
Total plan liabilities at beginning of year2014-09-30$332,288
Total income from all sources2014-09-30$894,549
Expenses. Total of all expenses incurred2014-09-30$547,255
Benefits paid (including direct rollovers)2014-09-30$542,401
Total plan assets at end of year2014-09-30$9,725,816
Total plan assets at beginning of year2014-09-30$9,168,409
Value of fidelity bond covering the plan2014-09-30$500,000
Other income received2014-09-30$894,549
Net income (gross income less expenses)2014-09-30$347,294
Net plan assets at end of year (total assets less liabilities)2014-09-30$9,183,415
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$8,836,121
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$4,854
2013 : STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2013 401k financial data
Total plan liabilities at end of year2013-09-30$332,288
Total plan liabilities at beginning of year2013-09-30$97,288
Total income from all sources2013-09-30$1,401,284
Expenses. Total of all expenses incurred2013-09-30$314,733
Benefits paid (including direct rollovers)2013-09-30$314,733
Total plan assets at end of year2013-09-30$9,168,409
Total plan assets at beginning of year2013-09-30$7,846,858
Value of fidelity bond covering the plan2013-09-30$500,000
Other income received2013-09-30$1,381,284
Net income (gross income less expenses)2013-09-30$1,086,551
Net plan assets at end of year (total assets less liabilities)2013-09-30$8,836,121
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$7,749,570
Total contributions received or receivable from employer(s)2013-09-30$20,000
2012 : STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2012 401k financial data
Total plan liabilities at end of year2012-09-30$97,288
Total income from all sources2012-09-30$1,658,373
Expenses. Total of all expenses incurred2012-09-30$297,277
Benefits paid (including direct rollovers)2012-09-30$297,265
Total plan assets at end of year2012-09-30$7,846,858
Total plan assets at beginning of year2012-09-30$6,388,474
Value of fidelity bond covering the plan2012-09-30$500,000
Expenses. Other expenses not covered elsewhere2012-09-30$12
Other income received2012-09-30$1,643,373
Net income (gross income less expenses)2012-09-30$1,361,096
Net plan assets at end of year (total assets less liabilities)2012-09-30$7,749,570
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$6,388,474
Total contributions received or receivable from employer(s)2012-09-30$15,000
2011 : STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-09-30$140,708
Expenses. Total of all expenses incurred2011-09-30$5
Total plan assets at end of year2011-09-30$6,388,474
Total plan assets at beginning of year2011-09-30$6,247,771
Value of fidelity bond covering the plan2011-09-30$500,000
Expenses. Other expenses not covered elsewhere2011-09-30$5
Other income received2011-09-30$140,708
Net income (gross income less expenses)2011-09-30$140,703
Net plan assets at end of year (total assets less liabilities)2011-09-30$6,388,474
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$6,247,771

Form 5500 Responses for STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN

2022: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: STEPHEN L. BLAND, M.D., INC. MONEY PURCHASE PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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